The WealthStack Podcast: Cybersecurity and Client Protection Beyond the Portfolio with Ken Eiden
The episode frames cybersecurity as part of the advisor-client relationship rather than an IT concern, which may be useful for firms weighing how to talk to wealthy clients about digital identity risk. It also raises differentiation and relationship-building as commercial reasons to address the topic.
Summary
By the markets & outlook deskIn this episode of The WealthStack Podcast, host Shannon Rosic talks with Ken Eiden, vice president at Redacted by IDIQ, about how AI is making phishing, impersonation and identity theft more sophisticated. The discussion covers why affluent clients and their families face distinct cybersecurity risks and what a more proactive approach to identity protection looks like. Eiden also makes the case that client protection belongs within a holistic wealth management strategy and can serve as a way for RIAs to differentiate.
- AI is fueling more sophisticated phishing, impersonation and identity theft
- Wealthy clients and their families face cybersecurity risks that differ from those of typical consumers
- The episode discusses how technology and human expertise combine to enable proactive identity protection
- Eiden argues cybersecurity belongs in a holistic wealth management strategy and can help RIAs differentiate
Similar items
Same topic 3 of the Best Smaller-Cap Stocks to Own | MoMorningstar |
 Mind the $2 Trillion Gap | WiWisdomTree |
 The Value Of Assessing Clients' "Tax Risk Tolerance" Amidst IRS Scrutiny Of Tax-Aware Investment ... | MKMichael Kitces (Kitces.com) |
 The Value Of Assessing Clients' "Tax Risk Tolerance" Amidst IRS Scrutiny Of Tax-Aware Investment Strategies, With Jeff Levine | FAFinancial Advisor Technician (Kitces) |
 The Fed's Illusionary Economic Influence | FIFisher Investments |
Get the weekly 3 to watch
Free, in the Morning BriefEvery week the Morning Brief picks three videos and podcasts worth your time, with why each one matters.
Free. Every morning. Unsubscribe from any edition in one click.
Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.